Save over $800 on Best in Class Exit Planning Education During EPI's Christmas in July!

This year, immerse yourself in the exit planning community during our Christmas in July promotion! Starting today, July 25, we will offer three best-in-class exit planning resources to improve your advisory practice and expand your network of advisor connections. Discover how to save over $800 on exit planning courses, conferences, and content during EPI’s Christmas in July promotion! 

The 2024 Exit Planning Summit

The Exit Planning Summit is the premier conference for the exit planning community. Join EPI April 28-30, 2024 at the beautiful JW Marriott Marco Island Beach Resort for three days of exit planning content, charitable giving, and innovative sessions from industry experts. 


The Exit Planning Summit is the coming together of the CEPA Community. The best CEPAs from around the world collaborate with their supporting partners and colleagues to help business owners create more significant companies. CEPAs will develop new relationships with advisors in the industry and expand their current relationships. The Summit provides opportunities to learn best practices and advance the expertise needed to be a leader in the exit planning space. Advisors will leave the Exit Planning Summit not only galvanized to accelerate their practice but with the tools and connections to do so.  

Triggering Event Workshop: Determining Enterprise Value 

In The Triggering Event Workshop: Determining Enterprise Value, Exit Planning Institute CEO, Christopher Snider, will take you through the business valuation process. Chris will break down the language, terminology, and numbers involved so that even those who are not certified professionals in the subject can understand what makes a business valuable.

This self-paced EPI Academy Course provides advisors with the inputs and outputs of a business valuation, the benefits of a valuation as a strategic business tool, and teaches advisors how to apply these concepts in real-life business scenarios.   

Walking to Destiny Audiobook

Walking to Destiny was written by EPI CEO, Christopher Snider, to arm business owners and their advisors with the knowledge and understanding needed to recognize their potential, execute growth tactics, and harvest the wealth locked inside a business. 

Walking to Destiny is not only your essential resource to understand what makes your business attractive and ready for transition; it is a business owner’s handbook to know how to rapidly grow value and ultimately unlock the personal wealth trapped in your most significant financial asset: Your Business. 

The first 50 people to purchase our Christmas in July package will receive access to the audiobook of the newly released second edition of Walking to Destiny. 

How to Get EPI’s Christmas in July Package!

Our Christmas in July Package retails for $2,490 but now through the end of July, you can get your registration for the 2024 Exit Planning Summit, access to the Triggering Event Workshop, and the new Walking to Destiny audiobook for only $1,595! 

Order your Christmas in July package today.